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Video Library

A selection of some of our most recent videos. For more, visit the Investment Advice Videos or our YouTube channel.

2022 3rd quarter investment update featuring Karl Frank, Virginia Wu, Chad Harmon and Judson Cass.

We believe the right way to invest is to diversify by strategy. For the first time since the great financial crisis of 2008, our researchers are in agreement that the ...short-term is a little bearish. To get to the highlights, here are some shortcuts for you:

5 mins 10 seconds: 5 big factors driving markets today
11 minutes: 3 changes we have already made to many of our client portfolios
17 mins 15 seconds: Virginia Wu on when the best days in the markets tend to occur...
23 minutes: Chad Harmon on reasons for optimism
30 minutes: Judson on shrinkflation and what we can do about it

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More
2022 3rd quarter investment update featuring Karl Frank, Virginia Wu, Chad Harmon and Judson Cass.
2022 3rd quarter investment update featuring Karl Frank, Virginia Wu, Chad Harmon and Judson Cass.
We believe the right way to invest is to diversify by strategy. For [...]
Shelly Slocum: Love and Inspiration from Mom
Shelly Slocum: Love and Inspiration from Mom
Shelly Slocum, author of an Amazon #1 New Release book, Love and [...]
International Investing with Roger Bianco
International Investing with Roger Bianco
International investing is full of peril and opportunities. Think all [...]
2022 07 13 Compassion and Choices End of Life Planning
2022 07 13 Compassion and Choices End of Life Planning
Kim Callinan from Compassion and Choices makes it easy and interesting [...]
Investing with Composure: Cameron Morgan and Karl Frank
Investing with Composure: Cameron Morgan and Karl Frank
The US stock market entered a bear market, inflation is high and [...]
Inflation! How long will it last?
Inflation! How long will it last?
An expert from Doubleline Investments, Ryan Kimmel, discusses where we [...]
China: Then and Now - A Journey Through the Decades | A&I Financial Services
China: Then and Now - A Journey Through the Decades | A&I Financial Services
Investment advisory services offered through A & I Financial Services [...]
Client Access Web Page Introduction | A&I Financial Services
Client Access Web Page Introduction | A&I Financial Services
Join Virginia Wu as she guides you quickly through how to get the most [...]
Investing and Managing Emotions, Tips from Brandes | A&I Financial Services
Investing and Managing Emotions, Tips from Brandes | A&I Financial Services
Investment advisory services offered through A & I Financial Services [...]
A&I Self help: How to set up two factor authentication with Axos Advisor Services
A&I Self help: How to set up two factor authentication with Axos Advisor Services
Investment advisory services offered through A & I Financial Services [...]
2022 Investment Outlook Zoominar | A&I Financial Services
2022 Investment Outlook Zoominar | A&I Financial Services
Check out our latest Zoominar on 2022 Investment Outlook from Karl [...]
10 Paying for College Hacks with Cameron | A&I Financial Services
10 Paying for College Hacks with Cameron | A&I Financial Services
Investment advisory services offered through A & I Financial Services [...]
2021 11 17 TaxTips 2021 | A&I Financial Services
2021 11 17 TaxTips 2021 | A&I Financial Services
Learn from the experts with the end of year Tax Tips Zoominar! Join [...]
2021 09 23 Stef Deters Estate Planning | A&I Financial Services
2021 09 23 Stef Deters Estate Planning | A&I Financial Services
Learn about estate planning with Stef Deters, attorney at law. Learn [...]
Dementia 101 in 2021 with JJ Jordan | A&I Financial Services
Dementia 101 in 2021 with JJ Jordan | A&I Financial Services
Join Chad Harmon and JJ Jordan with Dementia Friendly Denver. She [...]
2 Minutes on AXOS Acquisition of E*TRADE Advisor Services | A&I Financial Services
2 Minutes on AXOS Acquisition of E*TRADE Advisor Services | A&I Financial Services
Everything you need to know about how the acquisition of E*TRADE [...]
Asset Protection with the Expert Network Team 5/18/2021 | A&I Financial Services
Asset Protection with the Expert Network Team 5/18/2021 | A&I Financial Services
Learn from the expert network team in a podcast or an online movie. [...]
Asset Protection Expert Network Team Panel | A&I Financial Services
Asset Protection Expert Network Team Panel | A&I Financial Services
Learn from the expert network team in this movie. Karl Frank, Nathan [...]
What is the Return on the News? Athena Invest | A&I Financial Services
What is the Return on the News? Athena Invest | A&I Financial Services
The topics discussed in this webinar are for general financial [...]
2021 02 12 Lunch and Learn Uncharted Waters | A&I Financial Services
2021 02 12 Lunch and Learn Uncharted Waters | A&I Financial Services
Francois Giguere CFP® and Marla Mason CFP® speak to Bret Eberhardt [...]
Which IRA to Choose? Traditional vs Roth IRA - Differences & Which is Better Explained
Which IRA to Choose? Traditional vs Roth IRA - Differences & Which is Better Explained
Quickly learn the pros and cons of the individual retirement account [...]
2021 January Investment Market Commentary | A&I Financial Services
2021 January Investment Market Commentary | A&I Financial Services
Karl Frank CFP® from A&I Financial Services LLC describes our current [...]
Self Care Now More than Ever! Dr. Lisa Brenner gives us great and actionable advice to stay healthy
Self Care Now More than Ever! Dr. Lisa Brenner gives us great and actionable advice to stay healthy
Learn practical and fun ways to deal with the emotions that are caused [...]
Holiday Video 2020 | A&I Financial Services
Holiday Video 2020 | A&I Financial Services
Investment advisory services offered through A & I Financial Services [...]
2020 End of year financial and tax planning advice | A&I Financial Services
2020 End of year financial and tax planning advice | A&I Financial Services
Bret Eberhardt and Chad Harmon deliver actionable and entertaining [...]
Presidential Elections Myths and Truths Lunch and Learn | A&I Financial Services
Presidential Elections Myths and Truths Lunch and Learn | A&I Financial Services
Stacey Frank, Karl Frank, Chad Harmon and Bret Eberhardt give a lively [...]
How to Pay for College - Student Aid Demystified | Lunch & Learn from Stephen Jobe
How to Pay for College - Student Aid Demystified | Lunch & Learn from Stephen Jobe
Marla Mason, Bret Eberhardt from A&I Financial Services interview [...]
Concentrated Equity Strategies | A&I Financial Services
Concentrated Equity Strategies | A&I Financial Services
Karl Frank CFP® gives great and actionable advice for people who have [...]
September 2020 Economic and Investment Update | A&I Financial Services
September 2020 Economic and Investment Update | A&I Financial Services
Investment advisory services offered through A & I Financial Services [...]
2020 08 24 How We Make Investments Lunch and Learn | A&I Financial Services
2020 08 24 How We Make Investments Lunch and Learn | A&I Financial Services
A&I Financial Services uses a patented investment process along with [...]
Opening the Office with Covid-19
Opening the Office with Covid-19
Learn about the safety measures we are following as we open up our [...]
2020 04 27 We miss you clients!
2020 04 27 We miss you clients!
Securities provided through Geneos Wealth Management Inc., member [...]
2020 03 19 AIFS Operations Update During the Coronavirus Pandemic
2020 03 19 AIFS Operations Update During the Coronavirus Pandemic
Securities provided through Geneos Wealth Management Inc., member [...]
Tax Law Changes and Economic Updates for January 2020
Tax Law Changes and Economic Updates for January 2020
Investment advisory services offered through A & I Financial Services [...]
Personal Security and Threat Resistance for the International Traveler
Personal Security and Threat Resistance for the International Traveler
US Army Delta Force, LTC Bart Combs, teaches us how to to travel [...]
Dementia 101: Reducing Your Risk
Dementia 101: Reducing Your Risk
Learn how to prevent or delay alzheimer's and other forms of dementia. [...]
Go Paperless at ETrade Advisor Services
Go Paperless at ETrade Advisor Services
Investment advisory services offered through A & I Financial Services [...]
My LTC Story, Stacey Frank
My LTC Story, Stacey Frank
Securities provided through Geneos Wealth Management Inc., member [...]
Why You Need a Plan for Long-term Care
Why You Need a Plan for Long-term Care
Securities provided through Geneos Wealth Management Inc., member [...]
About Being a Part of A&I by Karl Frank
About Being a Part of A&I by Karl Frank
Securities provided through Geneos Wealth Management Inc., member [...]
A&I Wealth Management
A&I Wealth Management
Securities provided through Geneos Wealth Management Inc., member [...]
A&I Financial Services educational content is here to help you make well informed decisions.
A&I Financial Services educational content is here to help you make well informed decisions.
Welcome to A&I Wealth Management YouTube Channel. Our team of [...]
Questions to Ask a Financial Professional
Questions to Ask a Financial Professional
Securities provided through Geneos Wealth Management Inc., member [...]
MDRT 2013
MDRT 2013
Securities provided through Geneos Wealth Management Inc., member [...]
Karl Frank, Wealth Management Process
Karl Frank, Wealth Management Process
Karl Frank, CFP®, discusses the four key areas of his unique wealth [...]
Cameron Morgan, an Interview
Cameron Morgan, an Interview
Cameron Morgan discusses wealth management, her financial strategy, [...]
Karl Frank, Transforming Conversations About Money
Karl Frank, Transforming Conversations About Money
Karl Frank, CFP®, discusses how a conversation about investment [...]
Francois Giguere, an Introduction
Francois Giguere, an Introduction
Francois Giguere, CFP®, discusses how he helps his clients with more [...]
Chad Harmon, an Introduction
Chad Harmon, an Introduction
Chad Harmon, Wealth Manager, discusses his unique approach to [...]
Cameron Morgan, an Introduction
Cameron Morgan, an Introduction
Cameron Morgan, Wealth Manager, discusses how the best financial [...]

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